Marion Esser Kaufmann Foundation

Marion Esser Kaufmann Foundation maintains strong assets and zero officer compensation, indicating efficient operations.

EIN: 133339941 · Evergreen, CO · Updated: 2026-03-28

$2.1MRevenue
$10.4MAssets
95/100Mission Score (Excellent)

Is Marion Esser Kaufmann Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Marion Esser Kaufmann Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Marion Esser Kaufmann Foundation

Marion Esser Kaufmann Foundation (EIN: 133339941) is a nonprofit organization based in Evergreen, CO. The organization reported total revenue of $2.1M and total assets of $10.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marion Esser Kaufmann Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

40Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Marion Esser Kaufmann Foundation is a mid-size nonprofit that has been operating for 40 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -7.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$932K
Total Expenses$1.1M
Surplus / Deficit$-203,022
Total Assets$9.5M
Total Liabilities$1
Net Assets$9.5M
Operating Margin-21.8%
Debt-to-Asset Ratio0.0%
Months of Reserves100.6 months

Financial Health Grade: B

In 2023, Marion Esser Kaufmann Foundation reported a deficit of $203K with expenses exceeding revenue, holds 100.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Marion Esser Kaufmann Foundation's revenue has declined at a compound annual growth rate (CAGR) of -7.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023-11.7%-8.3%-3.1%
2022-29.8%+2.9%-1.8%
2021-8.8%+6.1%+2.9%
2020+51.8%+5.0%+5.6%
2019+82.4%+78.2%+5.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1986

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Marion Esser Kaufmann Foundation appears to be a well-managed private foundation with a strong financial position. With assets consistently over $9 million in recent years, reaching $10,434,126 currently, it demonstrates robust financial health. The foundation's revenue has fluctuated, with the latest reported revenue at $2,087,620, and expenses generally staying below or near revenue, indicating prudent financial management. For instance, in 2021, revenue was $1,504,146 against expenses of $1,203,745, showing a surplus. However, in 2023 and 2022, expenses slightly exceeded revenue, which is not uncommon for foundations making grants. The foundation exhibits excellent spending efficiency, as evidenced by its consistent 0% officer compensation across all reported periods. This suggests that administrative costs related to executive salaries are non-existent, allowing a greater proportion of funds to be directed towards its programmatic goals. The very low liabilities reported in most years (often $1 or $3,000) further underscore a healthy balance sheet and minimal financial risk. While specific program spending percentages are not detailed in the provided data, the absence of officer compensation is a strong indicator of efficiency. Transparency is high given the consistent filing of IRS Form 990s over a decade, providing a clear historical financial picture. The lack of officer compensation also contributes to a perception of transparency and dedication to mission. The foundation's consistent asset growth from $6,337,258 in 2011 to over $10 million currently suggests effective asset management and sustainability, ensuring its long-term ability to fulfill its mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Marion Esser Kaufmann Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Marion Esser Kaufmann Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$932KTotal Revenue
$1.1MTotal Expenses
$9.5MTotal Assets
$1Total Liabilities
$9.5MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all filings, indicating that no salaries are paid to officers, which is highly unusual and suggests a volunteer-led or very lean operational structure for a foundation of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Marion Esser Kaufmann Foundation:

Frequently Asked Questions about Marion Esser Kaufmann Foundation

Is Marion Esser Kaufmann Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Marion Esser Kaufmann Foundation (EIN: 133339941) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.

How does Marion Esser Kaufmann Foundation spend its money?

Marion Esser Kaufmann Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Marion Esser Kaufmann Foundation tax-deductible?

Marion Esser Kaufmann Foundation is registered as a tax-exempt nonprofit (EIN: 133339941). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is the Marion Esser Kaufmann Foundation a good charity?

Based on the provided financial data, the Marion Esser Kaufmann Foundation appears to be a very good charity. It demonstrates strong financial health with growing assets, very low liabilities, and exceptionally efficient operations with 0% officer compensation.

How does the foundation manage its administrative costs?

The foundation manages its administrative costs exceptionally well, as evidenced by 0% officer compensation reported across all 10 filings. This suggests that a very high proportion of its expenses are likely directed towards its charitable activities rather than executive salaries.

What is the trend in the foundation's assets?

The foundation's assets have shown a consistent upward trend over the past decade, growing from $6,337,258 in 2011 to $10,434,126 currently, indicating strong financial growth and stability.

Does the foundation have significant liabilities?

No, the foundation consistently reports very low liabilities, often as low as $1 or $3,000 in recent years, indicating a very healthy balance sheet and minimal financial risk.

Filing History

IRS 990 filing history for Marion Esser Kaufmann Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Marion Esser Kaufmann Foundation's revenue has declined by 62.3%, moving from $2.5M to $932K. Total assets increased by 50.2% over the same period, from $6.3M to $9.5M. Total functional expenses rose by 108.3%, from $545K to $1.1M. In its most recent filing year (2023), Marion Esser Kaufmann Foundation reported a deficit of $203K, with expenses exceeding revenue. The organization holds $1 in liabilities against $9.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $9.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $932K $1.1M $9.5M $1 View 990
2022 $1.1M $1.2M $9.8M $3K View 990
2021 $1.5M $1.2M $10.0M $1 View 990
2020 $1.6M $1.1M $9.7M $1
2019 $1.1M $1.1M $9.2M $1 View 990
2015 $596K $606K $8.8M $1 View 990
2014 $1.4M $718K $8.8M $1 View 990
2013 $725K $695K $8.2M $110K View 990
2012 $1.8M $732K $7.6M $15K View 990
2011 $2.5M $545K $6.3M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Marion Esser Kaufmann Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Marion Esser Kaufmann Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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